AWS

Atria Wealth Solutions Portfolio holdings

AUM $4.42B
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.77B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,862
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$51.7M
3
+$42.1M
4
AMZN icon
Amazon
AMZN
+$35.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M

Top Sells

1
+$19.5M
2
+$9.49M
3
+$7.8M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.44M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.71M

Sector Composition

1 Technology 9.89%
2 Healthcare 4.7%
3 Consumer Discretionary 4.2%
4 Financials 4.11%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$283K ﹤0.01%
20,936
+5,138
1327
$283K ﹤0.01%
21,536
-9,986
1328
$282K ﹤0.01%
20,900
1329
$282K ﹤0.01%
8,964
+1,175
1330
$282K ﹤0.01%
2,345
-1,453
1331
$282K ﹤0.01%
14,887
+2,497
1332
$281K ﹤0.01%
+8,000
1333
$281K ﹤0.01%
14,321
-25,352
1334
$281K ﹤0.01%
15,032
+23
1335
$280K ﹤0.01%
4,470
+2
1336
$279K ﹤0.01%
9,400
-4,600
1337
$279K ﹤0.01%
+20,850
1338
$278K ﹤0.01%
1,513
-43
1339
$277K ﹤0.01%
5,578
+44
1340
$277K ﹤0.01%
6,330
1341
$277K ﹤0.01%
+7,288
1342
$276K ﹤0.01%
+3,275
1343
$276K ﹤0.01%
3,443
+1
1344
$275K ﹤0.01%
652
-616
1345
$275K ﹤0.01%
14,109
+3,876
1346
$274K ﹤0.01%
22,786
+1,413
1347
$274K ﹤0.01%
+4,061
1348
$274K ﹤0.01%
+1,457
1349
$273K ﹤0.01%
521
-3
1350
$273K ﹤0.01%
+4,140
52 53
54
55 56